MidWestOne Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

MidWestOne Financial Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.29M	Hold	7,753	–	–	0.59%	29
2025 Q3	$5.16M	Sell	7,753 -67	-0.9%	-$42.9K	0.63%	28
2025 Q2	$4.83M	Hold	7,820	–	–	0.63%	26
2025 Q1	$4.37M	Hold	7,820	–	–	0.62%	23
2024 Q4	$4.58M	Buy	7,820 +258	+3%	+$152K	0.64%	24
2024 Q3	$4.34M	Hold	7,562	–	–	0.6%	27
2024 Q2	$4.12M	Sell	7,562 -206	-3%	-$108K	0.74%	23
2024 Q1	$4.06M	Buy	7,768 +212	+3%	+$106K	0.73%	22
2023 Q4	$3.59M	Buy	7,556 +2,720	+56%	+$1.21M	0.68%	25
2023 Q3	$2.07M	Buy	4,836 +106	+2%	+$47.1K	0.47%	53
2023 Q2	$2.1M	Buy	4,730 +938	+25%	+$394K	0.45%	50
2023 Q1	$1.55M	Buy	3,792 +1,347	+55%	+$537K	0.35%	65
2022 Q4	$935K	Sell	2,445 -1,377	-36%	-$529K	0.21%	111
2022 Q3	$1.36M	Buy	3,822 +696	+22%	+$276K	0.35%	62
2022 Q2	$1.18M	Sell	3,126 -925	-23%	-$379K	0.29%	81
2022 Q1	$1.83M	Hold	4,051	–	–	0.39%	57
2021 Q4	$1.92M	Hold	4,051	–	–	0.4%	53
2021 Q3	$1.74M	Buy	4,051 +1,406	+53%	+$620K	0.41%	50
2021 Q2	$1.13M	Hold	2,645	–	–	0.27%	96
2021 Q1	$1.05M	Sell	2,645 -751	-22%	-$290K	0.25%	93
2020 Q4	$1.27M	Sell	3,396 -373	-10%	-$132K	0.35%	65
2020 Q3	$1.26M	Buy	3,769 +1,044	+38%	+$346K	0.42%	58
2020 Q2	$840K	Sell	2,725 -1,046	-28%	-$306K	0.35%	58
2020 Q1	$972K	Sell	3,771 -2,329	-38%	-$710K	0.36%	64
2019 Q4	$1.96M	Buy	+6,100	New	+$1.88M	0.41%	30
2019 Q3	–	Sell	-1,295	Closed	-$379K	–	245
2019 Q2	$379K	Buy	+1,295	New	+$373K	0.1%	186

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MidWestOne Financial Group's SPY Position: Q4 2025 in Review

MidWestOne Financial Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2025 at 7,753 shares worth $5.29M. The position accounts for 0.59% of the portfolio, ranked #29.

MidWestOne Financial Group first reported a position in SPY in Q2 2019 and has held it in 26 quarters since. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

MidWestOne Financial Group held 7,753 shares of State Street SPDR S&P 500 ETF Trust worth $5.29M as of Q4 2025.
MidWestOne Financial Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2025.
State Street SPDR S&P 500 ETF Trust made up 0.59% of MidWestOne Financial Group's portfolio in Q4 2025, its #29 holding.
MidWestOne Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 26 quarters since.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.